Conseiller à la clientèle à PostFinance. Responsable de l'accueil, du conseil et de la vente de services financiers à Lausanne.
About the role
- Senior Manager responsible for client relationship management and growth in the retirement sector. Leading efforts to enhance client satisfaction and achieve sales targets across the west coast market.
Responsibilities
- Responsible for the growth and nurturing of the west coast mid-large market client book in the retirement business
- Accountable for growing lifetime value with existing clients
- Driving client satisfaction and delivering on sales goals
- Client retention & satisfaction and building commercial capabilities across the team
- Manages staff and provides guidance, coaching, training, and motivation as necessary to develop staff
- Responsible for retention, satisfaction, and growth of clients within their assigned segment
- Coaches crew to strategically navigate organizations with a strong commercial orientation
- Responsible for setting a clear growth and retention strategy for assigned market segment
Requirements
- Eight years financial services experience
- At least four years in a senior level client or prospect relationship role
- Undergraduate degree or equivalent combination of training and experience
- Graduate degree preferred
- Job requires a regulatory license and/or registration (e.g. FINRA, state, SFC)
Benefits
- Flexible working model
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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